Filed January 8, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,873 | $51,638+232.8% | $68,368+151.4% | $82,448+108.5% |
| Participation rate | 89.1% | 63.6%+25.5pp | 73.8%+15.4pp | 68.1%+21.1pp |
| Annual return | 13.46% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $5,773 | $2,047+182.1% | $2,649+117.9% | $2,551+126.3% |
| Participant deferral / active EE | $8,890 | $2,914+205.1% | $4,123+115.6% | $4,139+114.8% |
| Admin fee / account holder | $19,281 | $4,643+315.2% | $5,150+274.4% | $7,234+166.5% |